Updated 10.20.20

TIGER 21 NON-SOLICITATION POLICY

Philosophy

TIGER 21 is first and foremost a community for wealth creators to share information, ideas, resources and to network with other like-minded individuals with whom they can learn from and trust. The trust and integrity among our Members is the glue that binds our community and advances our mission of delivering a world class platform for Members to Learn, Access and Connect. The trust among Members is at risk if others take advantage of the openness and relationships which is why Non-Solicitation is one of our core pillars. 

A big reason why Non-Solicitation is at our core is to prevent our community from becoming a mass marketing campaign. Our non-solicitation policy is about the integrity of our community and not compromising it for anyone else’s gain.

In simple terms, using your Group or a visit to another Group, email, T21 Connect or any other TIGER 21 asset as a marketing tool to promote your for-profit business, not for-profit business, charitable organization or personal cause is solicitation. Unless doing so in an opt-in Network that explicitly allows it, posting on T21 Connect about your busines, your fund, investment opportunities, your events requiring a fee, or “free talks” which promote a for profit business are all forms of solicitation within our community.

Policy Details

  • Refrain from soliciting other Members for investment in any fund, venture, product or philanthropy they sponsor, or are related to, in any way including but not limited to email, text, social media, subtle mentions during Group meetings or other official TIGER 21 events.
  • Do not add other Members’ contact information (such as email addresses, postal addresses, and/or phone numbers) to any informational or educational investment communication lists without obtaining prior consent from the Member. 
  • In all events, even if a solicitation is permitted due to exceptions noted below, investment or philanthropic solicitation of any kind via personal email to fellow Members is strictly prohibited.
  • Given the degree of importance of non-solicitation to the core of TIGER 21 and the alternatives available to Members who seek opportunities, violations to the non-solicitation policy are met with zero tolerance and may result in a violators Membership being revoked

Members are encouraged to report any violations of this policy by emailing details to a Member of TIGER 21’s Conduct Committee:

MEMBERSHIP PRINCIPLES-CODE OF CONDUCT

Solicitation Exceptions and Opportunities

  • Where consensus has been fully and formally established among Members of a particular Group to accept investment presentations from its Members.
    • Obtaining such consensus will be the responsibility of the Group’s Chair and must be acknowledged and submitted to TIGER 21.
    • Any new Members joining a Group who allows investment solicitations in the form of presentations from its Members should be informed prior of such agreement prior to deciding to join that particular Group
    • Members of any Group who have agreed to waive the non-solicitation policy for investments are still required to honor the non-solicitation policy for Members of all other Groups and the TIGER 21 community at large.
  • Where consensus has been fully and formally established among Group Members to accept investment presentations from Qualified Members of other TIGER 21 Groups.
    • A Qualified Member is one who has been a TIGER 21 Member for a minimum of one year and has committed to a second year of Membership AND who has given their Portfolio Defense to their home Group.
    • Obtaining such consensus will be the responsibility of the Group’s Chair and must be acknowledged and submitted to TIGER 21.
    • Any new Members joining a Group who allows investment solicitations in the form of presentations from Qualified visiting Members should be informed of such agreement prior to deciding to join that particular Group
  • Where consensus has been fully and formally established among Group Members to allow investment presentations to be made by Members or Qualified Visiting Members prior or subsequent to a Group meeting or at an independent TIGER CAGE meeting where Members voluntarily attend for the purpose of being presented with investment opportunities
    • Attendance to any investment presentation prior to or at the conclusion of a TIGER 21 meeting, or at a TIGER CAGE session is entirely voluntary.
    • The Group Chair is responsible for all logistical arrangements required for such investment presentations.
    • Expenses incurred shall be the responsibility of the presenting Member or the Members requesting the Meeting.
  • Members may post investment opportunities in the TIGER 21 Private Deal Network, an opt-in Network where Members can share information on an investment of theirs that other for the consideration of other Members
  • At the TIGER 21 Global Exchange, there is an optional session, prior to the official start of the conference, that features Member sponsored investment opportunities.
  • Exceptions for philanthropy solicitations:
  • Philanthropic solicitations of fellow Members are only deemed appropriate where a Member has a deep and personal relationship with another Member stemming from a longstanding interaction, including such activities as frequent socializing, traveling, and investing together.
  • Simply being in the same TIGER 21 Group, or simply visiting another Member’s Group, does not qualify as a deep and personal relationship with another Member.
  • Note that the Philanthropy Network on T21 Connect is only to be used for Members to discuss ideas, concerns and best practices regarding their philanthropic actives. This network is not to be used for Members to post solicitations for donations to any specific charity or causes.